Imaging at a Glance

This study helps agencies to implement an efficient process for the scanning and electronic storage of documents. This monograph, complete with agency survey results, allows agencies to improve productivity, minimize difficulties, implement an appropriate system, and assign staff responsibilities.

New & Improved ! The Insurance Essentials Handbook

(Includes 2006 ISO Changes) Learn basic P&C insurance terms, concepts, coverages, and exclusions. Explore homeowners, commercial general liability, and workers compensation issues. Abundant practical examples help explain these fundamentals for inexperienced insurance professionals. (Not available in DE, MD, or PA)

Zoom In On Sales: Target Marketing, Prospecting, and Sales Centers

Improve your target marketing and prospecting results. Organize your marketing and sales activities by operating a sales center. Agency survey results and resources on a CD -- sample letters, telemarketing scripts, activity tracking forms, and sample job descriptions -- make this a practical guide.

Growth and Performance Standards (GPS) 2002-2003 Edition

Compare your agency to other agencies of a similar size and region, with respect to income and expense averages, productivity measures, and balance sheet ratios. Discover how the best performing agencies are doing, and gauge the results of agencies that focus on either commercial or personal lines business. Use the companion CD to compare your numbers, compute variances, and improve results.

Maximizing Agency Value II: A Guide for Buying, Selling, and Perpetuating Insurance Agencies

Investigate key issues and decisions. Employ sample letters, checklists, and detailed agreements (including the new Asset Purchase Agreement) to guide you through buying or selling an agency. Apply clear, step-by-step procedures to analyze your own and other agencies with a view toward maximizing current value and future worth.

Three Dimensions of Executive Liability Insurance: D&O, EPL, & Fiduciary Exposures, Coverages, & Market Information

Gain a valuable understanding of the exposures and coverages to properly insure your clients, reduce E&O exposures, and gauge market updates. Learn to use risk management techniques and implement the coverage checklist.

Managing Human Resources in an Insurance Agency

Protect your agency from HR problems without spending a lot of time and/or money. Improve your systems and procedures with regard to hiring and firing, employment law, job descriptions, an employee manual, and a procedures manual. Tailor the forms and agreements with the bonus CD.